After reviewing TSMC's latest financial report, an interesting question arises—this data actually serves as an excellent footnote to the historical demand for AI capacity.

Looking at it from a different perspective: if Elon Musk or Altman were to reassess the next 5 years and re-estimate the cost requirements for AI infrastructure, what numbers would they come up with? Still 17 trillion? Or 70 trillion?

This might mean that your imagination of the future is not bold enough.